PROTECTING INVESTORS FROM ROGUE PRODUCTS AND ROGUE BROKERS

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Protecting Investors

Our singular goal at investor lifeguard is to protect you, the investor, from incompetent and unethical investment professionals and their waves of dangerous and overpriced investment and insurance products and pitches. INVESTOR LIFEGUARD is the place an investor can trust before diving into the world of financial advisors and complex investment products.
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Investment Product Investigation

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Before you make a significant investment in a single product or strategy, contact us to discuss the costs/benefits of a comprehensive investigation.

Your Name

Your Email

Your Phone Number

Product or Strategy you would like for us to contact you about investigating

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EB-5 investment

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Before you invest in an EB-5, contact us to discuss the costs/benefits of a comprehensive EB-5 investigation

Your Name

Your Email

Your Phone

Name of Regional Center offering the EB-5 investment (If Known)

Name of EB-5 investment (If known)

Any Additional Information You Would Like To Provide

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Investment Professional Investigation

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Before you trust an investment professional with significant funds, contact us to discuss the costs/benefits of a comprehensive investigation

Your Name

Your Email

Your Phone Number

Entity and/or Individual you would like for us to contact you about investigating

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Free Broker Report Card

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Investor Lifeguard Financial Advisor Grading Protocol

Investor Lifeguard relies on the accuracy of the Financial Industry Regulatory Association’s Broker check reports in determining “grades” for financial advisors. Much like school, our grades range from A to F, with A being the highest grade. The occurrences that will cause a financial advisor’s grade to drop a letter grade are the following reported events on a financial advisor’s Central Registration Depository (CRD) report: If the financial advisor is not licensed to sell stocks and bonds (i.e., limited to Series 6 licenses); if the financial advisor has filed bankruptcy in the past 10 years; if the financial advisor has more than one customer complaint; if there has been a regulatory investigation of the financial advisor; if the financial advisor has been suspended, fined or barred by any regulatory authority (two letter grades); or if there has been an arbitration award or a settlement or award in excess of six figures related to alleged wrongdoing of the financial advisor (2 letter grades). Note that a high grade is by no means a guarantee that a broker is competent or ethical. The grading system is designed for the purpose of giving investors an easy way to quantify what we believe are red flags in a broker’s background.
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Investment Product Investigation

Before you make a significant investment in a single product or strategy, contact us to discuss the costs/benefits of a comprehensive investigation.
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EB-5 investment

Our singular goal at investor lifeguard is to protect you, the investor, from incompetent and unethical investment professionals and their waves of dangerous and overpriced investment and insurance products and pitches. INVESTOR LIFEGUARD is the place an investor can trust before diving into the world of financial advisors and complex investment products.
Posted in Uncategorized | Leave a comment

Investors

Our singular goal at investor lifeguard is to protect you, the investor, from incompetent and unethical investment professionals and their waves of dangerous and overpriced investment and insurance products and pitches. INVESTOR LIFEGUARD is the place an investor can trust before diving into the world of financial advisors and complex investment products.
Posted in Uncategorized | Leave a comment

Protecting

Our singular goal at investor lifeguard is to protect you, the investor, from incompetent and unethical investment professionals and their waves of dangerous and overpriced investment and insurance products and pitches. INVESTOR LIFEGUARD is the place an investor can trust before diving into the world of financial advisors and complex investment products.
Posted in Uncategorized | Leave a comment

Protecting Investors

Our singular goal at investor lifeguard is to protect you, the investor, from incompetent and unethical investment professionals and their waves of dangerous and overpriced investment and insurance products and pitches. INVESTOR LIFEGUARD is the place an investor can trust before diving into the world of financial advisors and complex investment products.
Posted in Uncategorized | Leave a comment

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    Provide us with full name of broker and we will grade that broker for FREE

     

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